Jackson Peak Capital LLC
Firm details
- Headquarters
- Lafayette, California
- CRD number
- 324352
- Website
- www.jacksonpeakcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.05%
- Individuals2.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jackson Peak Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises primarily individual and family clients and offers portfolio management services to both individuals/small businesses and to business or institutional clients. Its compensation is a combination of a percentage-of-assets-under-management fee and performance-based fees. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents68%
- Exchange Traded Equities21%
- US Government Bonds10%
- Derivatives1%
Contacts
1 of 1
Patrick O'brien
Private Equity AssociateCRD 6075869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, CA
Contra Costa
Location
Lafayette, CA
Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3540 Wilkinson Ln
- Time zone
- PT (UTC-8)
- Office locations
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